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The Upload Building Data process enables property managers that use property management software to transfer their tenant data (move-ins, move-outs, (re)certifications, and unit transfers) to the Certification On-Line reporting system. It is accessed from the Buildings page. Click on the Upload Building Data button. 81
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The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

Jun 18, 2020

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Page 1: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

The Upload Building Data process enables property managers that use property management software to transfer their tenant data (move-ins, move-outs, (re)certifications, and unit transfers) to the Certification On-Line reporting system. It is accessed from the Buildings page. Click on the Upload Building Data button.

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Page 2: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

Click on the Browse button. This opens your computer files directory. Locate the XML file that you want to upload and highlight the file. Then click on the Open button. The file path will show in the XML file window.

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Page 3: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

You can also overwrite existing data in COL and replace it with the new XML data. To activate this process, click on the Overwrite Existing Unit Activity box to place a check mark in the box. If you do not want to overwrite existing data, leave the Overwrite Existing Unit Activity box blank. Click on the Upload button.

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Page 4: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

Please be patient while the system processes your uploads.

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Page 5: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

If errors are detected in the XML file, you will get the Upload Status box with this message. Click the “Click Here” text. This will take you to the Error Log Main Screen.

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Page 6: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

From the Error Log Main Screen, you can choose to download or print the file, or close.

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Page 7: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

To download the file, click Download and follow the instructions on the pop-up window. Go back to the property management software and correct the errors listed in the Error Log. Return to the Upload Building Data screen and repeat the Upload process.

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Page 8: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

From the successful Upload Status box, you can print TIC forms for all tenant transactions uploaded. To complete the process, click on the OK button. This will return you to the Buildings page. All of the information for the covering period is now in COL.

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Page 9: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

Next, click on the Proceed to Units button to finish preparing the TICs for submission.

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Page 10: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

All uploaded tenant files will still show as “No” under the Ready to Submit column. Select a tenant and click the New Tenant Cert button.

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Page 11: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

Check the box marked Ready to Submit, then click Update. This returns you to the Units page. You may do this for every tenant as you review the data, or simply use the Ready All Units button to complete this action in one quick click.

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Page 12: The Upload Building Data process enables the Certification ... · The Upload Building Data process enables property managers that use property management software to transfer their

Upon completion, all TICs are now uploaded in COL and ready to be submitted to the Agency.

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